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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
251
RB Capital Management
Nevada
$3.92M
DIA
252
Dana Investment Advisors
Wisconsin
$3.91M
BC
253
Burney Company
Virginia
$3.87M
TSW
254
Thompson Siegel & Walmsley
Virginia
$3.84M
RFM
255
Royal Fund Management
Florida
$3.82M
TC
256
TwinBeech Capital
New York
$3.81M
Baird Financial Group
257
Baird Financial Group
Wisconsin
$3.81M
YCM
258
Yousif Capital Management
Michigan
$3.81M
PFSRSONJ
259
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.73M
VPIM
260
Vanguard Personalized Indexing Management
California
$3.66M
NYLIM
261
New York Life Investment Management
New York
$3.57M
SPIA
262
Steward Partners Investment Advisory
New York
$3.56M
MC
263
Moors & Cabot
Massachusetts
$3.52M
HIC
264
Holderness Investments Company
North Carolina
$3.38M
TLP
265
Trinity Legacy Partners
Texas
$3.28M
Connor, Clark & Lunn Investment Management (CC&L)
266
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.27M
WA
267
WealthTrust Axiom
Pennsylvania
$3.26M
Squarepoint
268
Squarepoint
New York
$3.22M
RIM
269
Rakuten Investment Management
Japan
$3.21M
Fidelity International
270
Fidelity International
Bermuda
$3.21M
GAM
271
Gotham Asset Management
New York
$3.2M
PDN
272
Pensionfund DSM Netherlands
Netherlands
$3.19M
Rafferty Asset Management
273
Rafferty Asset Management
New York
$3.17M
Janus Henderson Group
274
Janus Henderson Group
United Kingdom
$3.15M
RCA
275
Ranch Capital Advisors
Florida
$3.15M